Generous Work
  • Home
  • Blog
  • Contact
  • 0
  • 0
press Enter to search Showing all results: No products found.

    Training & consulting business development process

    By Rich Peterson on June 11, 2020

    Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. We are in the training and consulting business.
    What systems and processes would you recommend for streamlining these processes?


     

    Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.

    consultingtraining
    Posted in 🤔 Advice.
    Share

    Search Blog

    About

    For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

    In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.

    Recent Posts

    • Zoho help needed for mapping CRM territories
    • LMS career platform development help needed
    • Need help to set up a TypeForm for Airport Shuttle Booking + STRIPE payments

    Want a streamlined business?

    Subscribe to get our latest advice, courses and project updates in your inbox.

    PreviousAutomating ActiveCampaign & Pipedrive
    NextHow to improve a marketing, sales and onboarding process

    Related Posts

    • April 7, 2020

      Basecamp for Digital Media Remote Agency?

      Further Details: We are a boutique digital media (fully remote) agency looking for help with knowing if Basecamp3 is the best choice for our digital media agency. We’ve switched from Asana to Trello to Basecamp and are lacking recurring features (which is driving us crazy) as well as quick templates for completing tasks. We’re tired …

    • May 4, 2019

      Turn your inbox from a to-do list into a place to triage

      For many of us, you’ve got some control over your inbox for the majority of your workweek but you sometimes resort to leaving messages in your inbox as a defacto to-do list. Kind of like how you leave your voicemails with their red dots, your text messages unread and leave things on the kitchen bench …

    • March 4, 2019

      I need a Sales Marketing Lifecycle automation expert!

      Further details of question: I’m looking for a combination of systems that can automate a lot of the administrative mundane tasks needed in a sales/contract cycle. I suspect there would be lots of integrations using apps like Zapier to connect things like-calendar, leads, emails (auto email generation), notes, tasks, invoice, payments etc etc.

    • March 25, 2021

      We need business management help for our fitness brand

      Question: We need advice on how to best organize and manage tasks and workflow for our fitness brand. We are looking for a coach who can help fine tune our systems, make sure tasks are completed by our team, and assist in sales funnel development. We are a fitness brand with just under 500k following …

    • 🏠 Home
    • 📱Contact
    • © 2021 Website: design, hosting, theme.
    • Home
    • Blog
    • Contact
    • Wishlist 0